THAMES CAPITAL MANAGEMENT LLC

Position in PENG — Penguin Solutions, Inc.

CIK 1714267 Roseland, NJ

Position in PENG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$14,071,579

New position

Shares Held

185,128

first reported quarter

Ownership

0.361%

of shares outstanding

% of Portfolio

1.18%

of 13F equity value

Holder Rank

#44

of 350 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

THAMES CAPITAL MANAGEMENT LLC holds $60,206,254 across 4 Information Technology Services names. PENG ranks #3 (23.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KEEL	Keel Infrastructure Corp.	3,622,886	$20,795,365
2	CIFR	Cipher Digital Inc.	595,538	$14,590,681
3	PENG	Penguin Solutions, Inc. This page	185,128	$14,071,579
4	APLD	Applied Digital Corp.	288,167	$10,748,629

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,071,579	185,128	—	Shares	Sole	2026-08-12
No filing history on record for this holder in this stock.